#ai-advisor

2 entries

Sep 2026 recognition

Amazon Web Services AI Pitch Finalist

Pitched an AI advisory system built for a financial-advisory firm live on stage as a finalist in the Amazon Web Services AI Pitch (Indiana SBDC, Valparaiso).

Jul 2026 client

Found the compliant path after the vendor said no

For a financial-advisory firm's client-facing AI build, the model vendor declined a custom zero-data-retention agreement. The answer was AWS Bedrock with retention set to none: zero retention by default, zero operator access, self-serve, no platform fee.